Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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Merrill Lynch Employees
Merrill Lynch September 2013 - Present
Merrill Lynch April 2012 - September 2013
Merrill Lynch September 2009 - April 2012
Merrill Lynch September 2007 - September 2009
Skills
Series 7, Wealth Management, Retirement Planning, Financial Analysis, CRPC, Income Protection, Estate Planning, IRAs, Roth IRA, 401k Rollovers, Defined Benefit, Annuity Sales, Variable Annuities, Fixed Annuities, Indexed Annuities, 529 Plans, Social Security, Medicare, Health Savings Accounts, Tax-advantaged..., Retirement, 401k, Financial Services, Financial Advisory
Education
University of North Florida - College of Business Administration 2011 — 2013
University of Central Florida 2001 — 2005
Bachelor of Science (BS), Psychology
Serco, Inc / United States Army Human Resources Command September 2014 - Present
Concordus Healthcare December 2013 - September 2014
PharMerica January 2008 - December 2013
Merrill Lynch February 2006 - December 2007
Quantum International Corp November 1994 - February 2006
Skills
Product Development, Project..., Business Process..., Task assignment and..., Risk assessment &..., Team development and..., Financial analysis/ROI, System requirement..., Client requirements..., Technical research, Academic/technical..., Software testing and..., Technical and business..., Promotional and..., Analysis, Business Process, Process Improvement, Software Development, Leadership, Healthcare, Management, Cross-functional Team..., Team Leadership, Risk Management, Pharmaceutical Industry, Vendor Management, Microsoft Excel, Budgets, Competitive Analysis, Product Launch, Business Analysis, CRM, Account Management, Managed Care, Sales Operations, Sales Management, Sales, Strategic Planning, Team Building, Strategy, Negotiation, Marketing, Medical Devices, Pharmacy Benefit...
Education
University of Cincinnati 1989 — 1991
MBA, Concentration: Operations Management
Indiana University 1985 — 1988
B.S., Business Management
Merrill Lynch May 2014 - Present
CBIZ Kirkland, Russ, Murphy & Tapp July 2011 - October 2013
Pershing Yoakley & Associates May 2002 - July 2011
Arthur Andersen June 2000 - June 2002
Arthur Andersen June 1999 - June 2000
Skills
Corporate Tax
Education
University of Central Florida - College of Business Administration 1993 — 1999
BSBA, Accounting and Finance, Overall GPA: 3.68
Merrill Lynch December 2012 - January 2013
Coldwell Banker 2013 - 2013
Legacy Wealth Management 2013 - 2013
Raymond James Financial Inc. August 2012 - December 2012
Skills
Finance, Investments, Microsoft Office, Public Speaking, Microsoft Excel
Education
University of Cincinnati 2013 — 2017
Bachelor's Degree, Finance and Business Analytics, Sophomore
Merrill Lynch August 2011 - Present
National Football League 1998 - 2009
Washington Redskins 2006 - 2008
Dallas Cowboys 2005 - 2006
New York Jets 1997 - 2005
Skills
Marketing, Sports Marketing, Coaching, Investments, Team Building, Series 7, Retirement Planning, Wealth Management, Asset Management, Finance, Football, NFL, Sports, Customer Service, Entrepreneurship, Event Planning, Management, Marketing Strategy, New Business Development, Public Speaking, Series 63, Social Media, Sports Management, Strategic Planning
Education
University of Cincinnati 1993 — 1997
BBA, Marketing/Managment
Digital Assurance Certification 2015 - 2015
Wells Fargo Advisors July 2008 - May 2010
Merrill Lynch April 2004 - April 2008
Morgan Stanley July 2000 - September 2003
Skills
Uniform Combined State..., Series 7, Series 63, Series 65, Wealth Management, Retirement Planning, Alternative Investments, Securities, Mutual Funds, Investment Strategies, Bloomberg, Retirement Plan..., Fixed Annuities, Equities, Financial Advisory, Strategic Financial...
Education
University of Central Florida 2015 — 2016
Health Professions and Related Clinical Sciences, Other
University of Central Florida 2011 — 2013
Bachelor's Degree, Finance, General
Valencia Community College 1999 — 2003
Associate's Degree, General Studies
Merrill Lynch June 2014 - Present
Deutsche Bank February 2011 - June 2014
Fidelity Investments August 2007 - February 2011
Skills
Series 7, CRM, FINRA, Equities, Fixed Income, Securities, Investment Banking, Capital Markets, Derivatives, Bloomberg, Investments, Hedge Funds, Portfolio Management, Mutual Funds, Asset Management
Education
University of Central Florida 2002 — 2007
Bachelor of Science (B.S.), Business/Commerce, General
Merrill Lynch February 2015 - Present
Innova Financial Group May 2014 - January 2015
VEGA Americas, Inc. May 2013 - August 2013
Enerfab January 2013 - May 2013
Skills
Strategic Financial..., Financial Services, Finance, Marketing, Spanish, Money Management, Asset Allocation, Branding & Identity, Brand Development, Consulting, Sales, Financial Analysis
Education
University of Cincinnati College of Business 2009 — 2014
Bachelor of Business Administration (B.B.A.), Marketing and Entrepreneurship
Merrill Lynch February 2015 - Present
Course Hero, Inc. August 2014 - December 2014
The Herald newspaper-- Australia’s largest regional newspaper February 2014 - June 2014
Newcastle University Students’ Association Inc. February 2014 - June 2014
Kenwood Country Club August 2011 - January 2014
Green Streets, LLC August 2013 - December 2013
Skills
Microsoft Excel, Report Writing, Web Design, Editing, Microsoft Publisher, Adobe Creative Suite, Microsoft Office, Adobe Design Programs, PowerPoint, Access, Sales, Teamwork, Team Leadership, Organizational..., Public Speaking, Customer Service, Outstanding...
Education
University of Cincinnati 2010 — 2014
Bachelor of Arts in Journalism and Minor in Business Administration
University of Newcastle 2014 — 2014
Bukaty Companies June 2013 - Present
Saybrus Partners February 2012 - June 2013
New York Life Insurance Company June 2011 - February 2012
New York Life Insurance Company December 2009 - June 2011
Shrout Financial,LLC March 2009 - June 2011
M&I Wealth Management 2008 - 2009
Merrill Lynch 2006 - 2008
Coventry Health Care 2005 - 2006
MC 2004 - 2006
Financial Associates 2003 - 2004
Skills
Insurance, Retirement Planning, Employee Benefits, Life Insurance, Strategic Financial..., Investments, Mutual Funds, Health Insurance, Marketing, Leadership, Wealth Management, Retirement, Fixed Annuities, Disability Insurance, Financial Planners, Financial Services, Sales, Financial Advisory, Management, Long-term Care, Small Business, 401k, Training, Finance, Estate Planning, Term Life Insurance, Recruiting, Critical Illness, Wealth, Benefits Design, Strategic Planning, Communication Skills, Sales Presentations, Financial Planning, Customer Service, Team Building, Sales Management, Strategy, Marketing Strategy, Consulting, Brokers, Human Resources
Education
Central Missouri State University 1987 — 1991
BS, Communications/Broadcasting and Film
Grandview High School 1984 — 1987
DeVry University's Keller Graduate School of Management-Missouri
Business Administration and Management, General
Ameriprise Financial Services, Inc. December 2013 - Present
Merrill Lynch July 1984 - December 2013
Education
University of Central Florida - College of Business Administration 1977 — 1982
Batchelor's Of Science, Marketing
Mangrove Equity Partners February 2007 - Present
Merrill Lynch October 2006 - February 2007
Brown Brothers Harriman October 2004 - July 2006
Education
University of Central Florida 2000 — 2004
Business, Finance
CincyTech USA September 2013 - July 2014
University of Cincinnati September 2009 - May 2014
Merrill Lynch June 2012 - September 2013
GE Power & Water June 2011 - March 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Public Speaking, Social Media, English, Analysis, Data Analysis, Leadership, Finance, Time Management, Event Planning, Market Research
Education
University of Cincinnati College of Business 2009 — 2014
Bachelor's Degree, Finance and International Business, Carl H. Lindner Honors-PLUS Program
Gahanna Lincoln High School 2005 — 2009
High School Diploma, General Studies
Fidelity Investments October 2014 - Present
University of Chicago Law School June 2014 - Present
Fidelity Investments May 2003 - October 2014
Merrill Lynch December 1997 - April 2003
US Securities and Exchange Commission March 1994 - October 1997
Cadwalader, Wickersham & Taft LLP May 1991 - March 1994
Jorden Burt LLP September 1988 - April 1991
United States Attorney's Office, Southern District of Florida February 1985 - August 1988
Skills
Senior Risk/Compliance..., Securities Regulation, Regulatory Liaison, Broker-Dealer and..., FINRA, Securities, Investment Management, Broker-Dealer, Investments, Risk Management, Regulations, Series 24, AML, Mutual Funds, KYC, SEC, Series 7, Alternative Investments, Corporate Governance, Hedge Funds, Investment Advisory, Capital Markets, Asset Managment, Options, Financial Services, Equities, Due Diligence, Private Equity, Prime Brokerage, Operational Risk, OFAC, Investment Banking, Fraud, Fixed Income, Financial Risk, Financial Regulation, Financial Markets, ETFs, Derivatives, Asset Management, Anti Money Laundering, Leadership, Regulatory Compliance, Series 63
Education
University of Chicago Law School
JD, Law
Williams College
BA, Economics
Volunteers of America of Greater Ohio January 2015 - Present
Volunteers of America of Greater Ohio July 2014 - January 2015
POSSIBLE January 2014 - July 2014
Business Development Consultant December 2011 - December 2013
University of Cincinnati June 2009 - December 2011
Merrill Lynch May 2008 - March 2009
Chevy Chase Bank September 2006 - December 2007
GreenPoint Mortgage January 2004 - August 2006
Safeway Mortgage 2002 - 2003
University of Cincinnati June 1999 - 2002
Skills
Training, Leadership, Business Development, Program Management, Strategic Planning, Strategic Partnerships, Public Speaking, Business Planning, Sales Management, Marketing, Sales Process, Statistics, Market Research, New Business Development, Staff Development, Program Evaluation, Marketing Strategy, Talent Management, Research, Strategy, Organizational..., Teaching, Relationship Management, Fundraising, Sales Operations, Healthcare, Consulting, Human Resources, Sales, Leadership Development, Strategic Thinking, Strategic Leadership, Team Leadership, Business Process..., Analytical Skills, Analytic Thinking, Quantitative Research, Presentations, Evaluation, Quality Management, Iso 9000, Building Relationships, Business Relationship..., Management, Data Analysis, B2B, Process Improvement, Quality Improvement
Education
University of Cincinnati 2009 — 2011
Doctoral Studies, Criminal Justice
University of Cincinnati 2000 — 2003
Doctoral Studies
University of Cincinnati 1999 — 2000
M.S., Criminal Justice
University of Cincinnati 1997 — 1999
B.S., Criminal Justice
Franklin Square Capital Partners November 2013 - Present
Merrill Lynch July 2012 - November 2013
Full Sail University April 2012 - July 2012
Full Sail University September 2011 - April 2012
Northwestern Mutual May 2011 - September 2011
Skills
PowerPoint, Customer Service, Microsoft Excel, Event Planning, Microsoft Office, Team Leadership, Organizing, Account Management, Public Speaking, Financial Analysis, Finance, Time Management, Research, Sales, Insurance, Leadership, Social Media, Microsoft Word, Social Networking, Teamwork
Education
University of Central Florida - College of Business Administration 2006 — 2011
B.S.B.A, Finance
Classical High School
University of Chicago Law School September 2014 - Present
Google August 2011 - August 2014
Independent Health June 2010 - August 2010
South Bend Juvenile Defender's Office August 2009 - December 2009
Merrill Lynch June 2008 - August 2008
Erie County District Attorney June 2008 - August 2008
Skills
Google Adwords, Digital Strategy, Online Advertising, Digital Marketing, Google Analytics, Social Media, Web Analytics, Digital Media, Social Media Marketing, SEM, PPC, Analytics, E-commerce, Online Marketing, Mobile Advertising
Education
University of Chicago Law School 2014 — 2017
Juris Doctor (J.D.)
University of Notre Dame 2007 — 2011
BA, Political Science, Classical Literature
Canisius High School 2003 — 2007
Retirement Is About Income May 2015 - Present
Porsche Club of America 1999 - Present
Merrill Lynch September 2011 - April 2013
Business Referral Network, LLC. November 2004 - December 2008
Prographics 1985 - 2002
Camargo Realty and Securities April 1982 - December 1985
Skills
Investments, Customer Relations, Coaching, New Business Development, Public Speaking, Retirement Planning, B2B, Customer Service, Training, Strategic Planning, Budgets, Leadership, Strategy, Management, Marketing, Networking, Real Estate, Small Business, Entrepreneurship, Retirement, Recruiting, Business Development, Negotiation, Finance, Sales Management, Sales, Team Building, Marketing Strategy, Contract Negotiation, Insurance, Business Planning, Time Management, Selling, Start-ups, Social Networking, Financial Analysis, Direct Sales, Account Management, Leadership Development, Management Consulting, Business Strategy, Team Leadership, Fundraising, CRM, Strategic Financial..., Analysis, Mergers & Acquisitions, Risk Management, Social Media Marketing, Market Research
Education
University of Cincinnati College of Business
BBA, Management
Charles Schwab February 2015 - Present
E*TRADE Financial November 2012 - February 2015
UBS Wealth Management May 2011 - November 2012
Merrill Lynch August 2008 - May 2011
Defense Contract Management Agency September 2007 - July 2008
United States Marine Corps May 2002 - May 2008
Education
University of Central Florida - College of Business Administration 2002 — 2008
BSBA, Finance, Business Economics
International Baccalaureate School at Bartow High School 1998 — 2002
International Baccalaureate Diploma
Merrill Lynch May 2013 - Present
Fidelity Investments November 2011 - April 2013
Fifth Third Bank May 2011 - February 2012
Fusilier Realty November 2010 - July 2011
AXA Advisors January 2010 - May 2010
Smith Equities Real Estate Investment Advisors January 2009 - January 2010
Lockheed Martin January 2008 - August 2008
Skills
Financial Reporting, Insurance, Access, Management, Real Estate, Sales, Analysis, Investments, Finance, Microsoft Excel, Financial Analysis, Budgets, Microsoft Office, PowerPoint, Customer Service, Marketing, Accounting, Financial Accounting, Negotiation, Leadership, Strategic Financial..., Financial Modeling, Asset Management, Banking, Financial Planning, Portfolio Management
Education
University of Central Florida - College of Business Administration 2006 — 2010
Bachelor, Finance
Blackadar Insurance Agency, Inc. August 2014 - Present
Praxiom Risk Management, LLC November 2013 - July 2014
Lean Not on Your Own Understanding, LLC February 2013 - November 2013
Lassiter Ware Insurance January 2006 - November 2012
Merrill Lynch March 2004 - December 2005
Skills
Idea Generation, Idea Incubation, Risk Management..., Professional Liability, Directors & Officers..., Pollution Liability, Analytic Problem Solving, Thinking Outside The Box, Consultative Approach, Strategic Thinking, Encourager, Teaching, Public Speaking, Relationship-building..., Leadership, Financial Risk, Liability, Executive Management, Risk Management, Insurance, Strategy, Workers Compensation, Employment Practices..., Management
Education
Lifework Leadership (formerly Greater Orlando Leadership Foundation) 2008 — 2009
Graduate 2009 class
University of Central Florida - College of Business Administration 2001 — 2003
BSBA, Finance
Appian Corporation October 2014 - Present
Micro Village April 2014 - September 2014
Association of American Medical Colleges (AAMC) 2007 - March 2014
Quadrant, Inc. January 2007 - July 2007
Neustar, Inc. September 2006 - January 2007
Acumen Solutions January 2005 - December 2006
AOL January 2005 - August 2006
Nextel Telecomunicações July 2004 - December 2004
Merrill Lynch January 2004 - June 2004
Student Advantage August 2003 - December 2003
Skills
Performance Management, Software Performance..., Performance Tuning, Performance Improvement, Performance Measurement, Performance Testing, Quality Assurance, Software Development..., Microsoft SQL Server, Software Testing Life..., Oracle SQL Developer, Automated Software..., Problem Solving, Defect Life Cycle, Defect Tracking, Software Project..., Requirements Analysis, Requirements Gathering, Business Requirements, Requirements Management, Functional Requirements, JMeter, Quality Center, SoapUI, Software Documentation, Software Engineering, Oracle Enterprise..., Oracle Developer Tools, Toad, HP J2EE Deep Diagnostics, HP Performance Center, newRelic, Splunk, Matlab, HP QuickTest Pro, HP LoadRunner, LoadUI, SDLC, SQL, Software Development, Oracle, HP Quality Center
Education
University of St. Thomas 2000 — 2001
Master of Software System (MSS), Computer Software Engineering
University of Dhaka 1989 — 1990
Master of Commerce (MCOM), Management Information Systems, General
University of Chittagong 1987 — 1988
Bachelor's Degree, Business Administration and Management, General
Paychex November 2014 - Present
Ascentis November 2013 - November 2014
Paychex June 2011 - November 2013
Paychex September 2009 - May 2011
Paychex December 2008 - January 2010
Paychex September 2006 - November 2008
Paychex October 2000 - August 2006
Merrill Lynch February 1998 - September 2000
Education
University of Central Florida - College of Business Administration 1994 — 1997
Bachelor's Degree, Finance
The Ken Blanchard Companies 2011 — 2011
Situational Leadership ® II
CRUCIAL CONVERSATIONS® Training 2011 — 2011
Merrill Lynch April 2015 - Present
Edward Jones September 2013 - December 2014
Skills
Apartments, Leases, Property Management, Lease Administration, Investment Properties, Real Estate, Selling, Disposition, Rentals, Real Estate Development, Property, Fair Housing
Education
University of Central Florida 2005 — 2010
Bachelors, General Business/ Marketing
University of Central Florida - College of Business Administration 2005 — 2010
Bachelor of Science (B.S.), Business Administration and Management, General
FAFCO, Inc. July 2009 - Present
UMA Solar \ Heliocol 2006 - 2009
Merrill Lynch 2003 - 2006
Education
University of Central Florida - College of Business Administration 1994 — 1998
BSBA, Finance
Merrill Lynch July 2010 - Present
Fifth Third Private Bank August 2007 - July 2010
Morgan Stanley 2004 - 2007
Skills
Series 7, Wealth Management, Strategic Financial..., Commercial Lending, Credit, Loans, Investments, Portfolio Management, Retirement Planning, Strategic Planning, Credit Analysis, Series 63, Small Business Lending, Mutual Funds, Loan Origination, Mortgage Lending, Investment Advisory, Commercial Banking, Financial Modeling, Banking, Securities, Finance, Asset Management, Financial Analysis
Education
University of Central Florida 2002 — 2004
BSBA, Finance
Bishop Moore
Merrill Lynch March 2000 - Present
Education
University of Central Florida - College of Business Administration 1991 — 1993
Bachelor of Science Business Administration, Business Administration
Lake Howell 1984 — 1988
Marbles, LLC March 2011 - Present
Fortress Evolved Records Management 2004 - March 2010
Prudential Securities 2002 - 2004
Merrill Lynch 1995 - 2002
Skills
Sales Management, Security, Business Development, Team Building, Microsoft Office, Strategic Planning, Operations Management, Marketing Strategy, Contract Negotiation, New Business Development, Strategy, Program Management, Sales, Continuous Improvement, Project Management, Social Media Marketing, Marketing, Leadership Development, Start-ups, Budgets, Training, Team Leadership, Management, Customer Service, B2B, Microsoft Excel, Strategic Partnerships, Insurance, Business Strategy, Public Speaking, Account Management, Entrepreneurship, Leadership, Microsoft Word, Business Planning, Negotiation, Coaching, Management Consulting, Small Business, Organizational..., Project Planning, Online Marketing
Education
University of Pennsylvania - The Wharton School 2001 — 2002
Certified Investment Management Analyst, CIMA
University of Cincinnati 1976 — 1978
Civil Engineering
Walnut Hills High School 1971 — 1976
MetLife June 2015 - Present
Wells Fargo January 2013 - June 2014
Merrill Lynch March 2012 - January 2013
Skills
Microsoft Word, Customer Service, Outlook, Microsoft Office, PowerPoint, Microsoft Excel, Windows, English
Education
University of Central Florida 2005 — 2010
Bachelor of Science, Health Services Administration
University of Central Florida 2005 — 2010
Health Services Administration, Health Services Administration
Coast 2 Coast Communications October 2013 - July 2015
Georgia Marketing (GaMT) October 2012 - May 2013
Conn2it Inc., July 2012 - October 2012
DSC Communications November 2010 - July 2012
Merrill Lynch June 1999 - February 2009
Skills
Marketing Strategy, Entrepreneurship, Coaching, Social Media Marketing, Public Speaking, Series 7, Series 63, Strategic Financial..., Investments, Investment Strategies, Portfolio Management, Asset Allocation, Mutual Funds, Retirement Planning, Wealth Management, Financial Advisory, Financial Goals, Business Development, 401k
Education
Walden University 2012 — 2014
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law
University of Central Florida 1995 — 1999
Finance, Business Finance
Lightmaker February 2007 - Present
Hard Rock Cafe April 2004 - July 2006
Merrill Lynch June 2002 - August 2002
Skills
Quickbooks, Accounts Payable, Payroll Administration, QuickBooks, Accounts Receivable, Invoicing, Microsoft Excel, Customer Service, Microsoft Office, Accounting, Bookkeeping, Cash Flow, Financial Reporting, Data Entry
Education
University of Central Florida - College of Business Administration 1999 — 2004
Finance
Merrill Lynch July 2012 - Present
Education
University of Central Florida - College of Business Administration 2004 — 2008
Finance, Finance and Real Estate
Merrill Lynch August 2012 - Present
Skills
Business Analysis, Budgets, Market Research, Accounting, Financial Analysis, Banking, Customer Service, Microsoft Excel, Finance, Leadership, Financial Modeling, PowerPoint, Microsoft Office, Microsoft Word, Leveraged Finance, Microsoft Suites, Google Maps, Google Earth, Android, Customer Support, Customer Acquisition, Market Analysis, Bonds, Municipal Bonds, Margin, Stocks, Stock Market, Stockbroking, Stock Trading, Options, Options Strategies, Efficiency, Communication Skills
Education
University of Central Florida 2008 — 2012
Bachelor's Degree, Accounting and Finance, 3.65
TechWell Corp 2014 - Present
Merrill Lynch May 2012 - October 2014
Charles Schwab December 2010 - May 2012
Sprint Nextel April 2010 - September 2010
Skills
Customer Service, Leadership, Time Management, Software Documentation, Sales, Microsoft Word, Call Centers, Inventory Management, Analysis, Program Management, Finance, Insurance, Microsoft Excel, Telephone Skills
Education
University of Central Florida 2005 — 2011
University of Central Florida
Bachelors of Science, Interdisciplinary Studies; Public Affairs & Psychology
Bank of America Merrill Lynch March 2014 - Present
UnitedHealthCare July 2013 - August 2014
Merrill Lynch June 2013 - December 2013
Celectronics Computer Solutions August 2012 - June 2013
Connextions August 2010 - June 2013
Security Forces Inc. February 2008 - June 2010
Prospect of Orlando June 2006 - January 2008
Skills
Critical Thinking, Analytical Skills, Problem Solving, Financial Analysis, Financial Modeling, Health Insurance, Security, Customer Service, Residential Mortgages, Corporate Finance, Finance, Real Estate, Insurance
Education
University of Central Florida 2010 — 2013
BSBA, Finance & Real Estate
Merrill Lynch July 2013 - Present
Wells Fargo August 2012 - July 2013
Citi November 2011 - August 2012
Skills
Banking, Credit, Risk Management, Financial Services, Business Analysis, Portfolio Management, Retail Banking, Credit Cards, Equities, Loans, Fixed Income, Vendor Management, Relationship Management, Financial Analysis, Derivatives, Cross Selling, Microsoft Office, Consumer Lending
Education
University of Central Florida 2014 — 2015
Bachelor of Arts (B.A.), Legal Professions and Studies, 3.8
Florida State College of Jacksonville 2014 — 2014
Associate of Arts (A.A.), Political Science and Government, 3.8
University of North Florida 2009 — 2013
Bachelor of Arts (BA), Political Science and Government/Economics
Open Door Ministries 2012 - Present
Macy's 2005 - 2008
Student Lending & Consoldation July 2004 - December 2004
Mortgage Services January 2003 - June 2004
Home Realty Inc. 2000 - 2002
Wells Fargo 1999 - 2000
Merrill Lynch January 1996 - January 1998
Citi January 1994 - December 1995
Skills
Loans, Banking, Escrow, Title Insurance, Closings, Pensions, Microsoft Excel, Microsoft Word, Outlook, Credit Cards, Legal Research, Legal Writing, Legal Issues, Real Estate Economics, Finance, Management, Time Management, Access, Sales, Notary Public, Fundraising, Accounting, Insurance, PowerPoint, Leadership, Wordperfect
Education
University of Central Florida - College of Business Administration 1988 — 1992
B.S.B.A., Marketing
State College Florida - Sarasota 2009 — 2011
Advance, Paralegal
FORESTER ADVISORY SERVICES June 2010 - Present
United Healthcare - Evercare October 2009 - Present
Piece of Cake January 2000 - Present
Seams Sew Easy January 2000 - December 2008
HDA, Inc. April 2006 - September 2008
HDA, Inc. September 1997 - May 1999
HDA, Inc. September 1997 - May 1999
Drury Inns, Inc. September 1995 - September 1997
Keebler Company April 1993 - August 1995
Merrill Lynch February 1992 - February 1993
Education
University of Central Missouri 1980 — 1984
BS, Clothing Textitles/Business/Marketing
Grandview High School 1978 — 1980
PNC May 2015 - Present
SunTrust Bank April 2013 - Present
Merrill Lynch April 2007 - March 2013
Bank of America 2007 - 2009
RBC Wealth Management April 2003 - April 2007
Skills
Wealth Management, Banking, Retirement Planning, Investment Advisory, Credit, Mortgage Lending, Relationship Management, Wealth Management..., Consumer Lending, Lines Of Credit, Asset Based Lending, Wealth, Cross Selling, Residential Mortgages, Loans, Private Banking, Investment Strategies, Finance
Education
University of Central Florida 1998 — 2001
Charlotte High School 1986 — 1989
Consulting 2012 - 2013
U.S. Trust, Bank of America Private Wealth Management 2010 - 2012
JP Morgan 2008 - 2009
BNY Mellon 2005 - 2007
Merrill Lynch 2000 - 2005
MBIA 1989 - 1998
Western & Southern Financial Group 1983 - 1988
Skills
Relationship Management, Credit, Risk Management, Analysis, Structured Products, Alternative Investments, Hedge Funds, Investments, Corporate Credit, Building Relationships, SWOT analysis, Business Development, Project Management, Marketing, Due Diligence, Structured Finance, Fixed Income, Credit Risk, Portfolio Management, Capital Markets, Credit Analysis, Loans, Financial Analysis, Private Banking, Bonds, Corporate Finance, Investment Banking, Securities, Finance, Financial Services, Mortgage Lending, Nonprofits, Event Planning, Community Engagement, Series 7, Wealth Management, Mutual Funds, Derivatives, Valuation, Private Equity, Financial Markets
Education
Xavier University - Williams College of Business
MBA, Finance
University of Cincinnati
BGS, Marketing and Economics
Varian Medical Systems 2015 - Present
Elekta 2010 - 2015
Elekta 2010 - 2015
Sun Nuclear Corporation 2009 - 2010
Calypso Medical/Sicel Technologies 2007 - 2009
CMS Inc. 2000 - 2007
CMS, Inc. 2000 - 2007
CMS Inc. 2000 - 2007
Gulf South Medical Supply 1999 - 2000
Merrill Lynch 1997 - 1999
Skills
Selling, Sales Management, Start-ups, Capital Equipment, Sales, Oncology, Urology, Management, Radiology, Medical Devices, Leadership, Negotiation, Coaching, Product Launch, Hospitals, Sales Operations, Cross-functional Team..., Healthcare, Salesforce.com, Customer Satisfaction, Cardiology, Market Development, Radiation Therapy, Sales Process, Team Building, Capital Equipment Sales
Education
University of Florida - Warrington College Of Business
MBA, Business
University of Central Florida - College of Business Administration
B.S., Finance
Comerica Bank February 2011 - Present
Ambassador Capital Management January 1998 - May 2010
Cranbrook Capital Management/First of Michigan January 1994 - January 1998
MBIA January 1991 - January 1994
Merrill Lynch 1984 - 1989
Continental Bank January 1980 - January 1984
Skills
Portfolio Management, Investments, Banking
Education
University of Cincinnati
Bachelor of Arts, Political Science
LIMBA (Long Island Metro Business Action) February 2010 - Present
Sir Speedy Printing and Marketing Services September 2008 - May 2009
Prudential Douglas Elliman Real Estate February 2006 - September 2008
Merrill Lynch 1995 - 2006
Estee Lauder, Revlon and Avon Products February 1978 - May 1985
Skills
Management, Small Business, Marketing, Marketing Communications, Marketing Strategy, Sales, Direct Mail, Marketing Management, New Business Development, Social Media, Product Development, Graphic Design, Direct Sales, Strategic Planning, Finance, Public Relations, Direct Marketing, Business Development, Entrepreneurship, Public Speaking, Real Estate, Promotions
Education
University of Cincinnati College of Business 1961 — 1966
BBA, Marketing, Management, Accounting
Bank of America Merrill Lynch August 2013 - Present
Merrill Lynch July 2012 - August 2013
Merrill Edge February 2012 - May 2012
Asset Architects Inc. January 2011 - June 2011
Tuttle Asset Management LLC July 2010 - December 2010
Skills
Finance, Financial Advisory, Financial Services, Financial Analysis, Alternative Investments, Asset Allocation, Mutual Funds, Microsoft Office, Retirement, Tax, Securities Lending, DTC
Education
University of Central Florida - College of Business Administration 2006 — 2010
BSBA, Finance
Merrill Lynch September 2011 - October 2012
Superior Walls of East Tennessee, Inc October 2010 - September 2011
The Cleaning Authority, Asheville, NC Franchise January 1999 - January 2009
COMMUNITY FOUNDATION OF WESTERN NORTH CAROLINA January 1999 - October 1999
FEDERAL DEPOSIT INSURANCE CORPORATION (FDIC) January 1991 - January 1999
Skills
Customer Service, Accounting, Payroll, Analysis, Budgeting, Administration, Financial Analysis, Small Business, Account Management, New Business Development, Customer Relations, Excel, Budgets, Microsoft Excel, Public Speaking, Banking, Finance, Management, Sales Management, Team Building
Education
University of Central Florida 1986 — 1990
BSBA, Finance
Client-Centricity, LLC November 2012 - Present
Gulf Ridge Council, Boy Scouts of America December 2013 - August 2014
Macbeth Associates, Ltd June 2009 - November 2012
Heacock Financial Raymond James October 2008 - June 2009
Merrill Lynch August 2006 - October 2008
Bike Works Orlando April 2001 - August 2006
Bicycle Castle May 1998 - April 2001
D & S Cycling Center October 1995 - May 1998
Skills
Ability to simplify, Ability to solve..., Agreeable to change, Analytic intelligence, Articulate and champion..., Business development, Change management, Client Relationship..., Client-centric, Communication, Community outreach, Compassion, Creative questioning..., Defining clear cut..., Dispute resolution, Dynamic producer, Early problem..., Employee development, Encourages continuous..., Endurance, Establish and enforce a..., Establish strategy, Ethical decision making, Familiarity with..., Financial acumen, Fiscal assurance, Leadership, Listening to understand, Market and client..., Mentoring, Openness, People empathy, Potential problem..., Process development, Professional disposition, Realistic, Removal of obstacles..., Sense of urgency, Solutions provider, Strategic implementer, Strategic partner..., Synergistic, Tactical and strategic..., Team builder, Trainer, Transparent, Visionary, Willingness to ask for..., Microsoft Office, Customer Service
Education
University of Central Florida - College of Business Administration
Bachelors of Science in Business Administration, Marketing
Centric Consulting March 2012 - Present
US Bank April 2010 - March 2012
Merrill Lynch September 2008 - December 2009
Chiquita June 2008 - September 2008
Skills
Oracle Financials, Oracle E-Business Suite, Finance, Microsoft Excel, Data Analysis, Financial Analysis, Process Improvement, Microsoft Office, Microsoft Word, PowerPoint, Accounts Payable, Customer Service
Education
University of Cincinnati 2006 — 2011
BBA, Finance
Merrill Lynch June 1988 - Present
Education
University of Cincinnati
SunTrust Investment Services, Inc. July 2015 - Present
SunTrust Bank August 2014 - Present
Wells Fargo Advisors, LLC September 2009 - August 2014
Bank of America 2007 - 2009
Merrill Lynch 2004 - 2007
Merrill Lynch 2001 - 2004
Merrill Lynch 1994 - 2001
Skills
Investments, Wealth Management, Series 7, Financial Planning, Risk Management, Financial Analysis, Fixed Income, Uniform Combined State..., Series 65, Strategic Planning, Wealth Management...
Education
University of Cincinnati College of Business 1988 — 1993
Bachelor's, Accounting
Burrell High 1985 — 1988
ZeroChaos August 2014 - Present
ASIG February 2011 - May 2012
AirTran Airways March 2009 - February 2011
Wyndham Vacation Ownership April 2006 - October 2008
Merrill Lynch February 2004 - April 2005
Skills
Financial Analysis, Forecasting, Financial Modeling, Process Improvement, Analysis, Microsoft Excel, Strategic Financial..., Budgets, Finance, Variance Analysis, Customer Service
Education
University of Central Florida 2000 — 2003
Bachelor of Business Administration (BBA), Finance, General
UBS Financial Services March 2013 - Present
Merrill Lynch June 1997 - February 2013
Skills
Investments, Portfolio Management, Financial Advisory, Finance, Series 7, Wealth Management, Retirement Planning, Financial Planning, Estate Planning, Securities, Savings, Retirement Plan..., Retirement Income..., Retirement Solutions, Investment Strategies
Education
University of Central Florida - College of Business Administration 1991 — 1995
Finance, Business Administration and Management, General
Bishop Moore 1989 — 1991
Phillips Edison & Company September 2014 - Present
Merrill Lynch May 2013 - September 2014
United Way of Greater Cincinnati August 2012 - April 2013
Merrill Lynch November 2009 - August 2012
Merrill Lynch August 2007 - November 2009
Skills
Event Planning, Event Management, Outlook, Travel Arrangements, Project Management, Microsoft Office, Leadership, PowerPoint, Training, Customer Service, Public Relations, Marketing Communications, Microsoft Excel, Office Management, Administrative..., Newsletters, Salesforce.com, Microsoft CRM, Donor Engagement, Budget Monitoring, Process Improvement, Finance, CRM, Administrative..., Series 7, Ariba, Executive Level..., Concur, Series 66, Calendaring, Accounts Payable, Spreadsheets, Expense Management, Financial Services, Email Marketing, Risk Management, Expense Reports, Calendars, Office Administration, Human Resources, Budgets, Nonprofits, Microsoft Word, MRI Software, Vendor Relationship..., Cross-functional..., Project Coordination, Management
Education
University of Cincinnati 2001 — 2007
BA, Communications/Public Relations
McAuley High School 1997 — 2001
High School Diploma
Kellogg Company June 2014 - Present
Procter & Gamble January 2013 - May 2014
Procter & Gamble October 2010 - December 2012
Merrill Lynch 2008 - 2010
Teach For America 2007 - 2008
Credit Suisse 2006 - 2006
Credit Suisse 2005 - 2005
Credit Suisse 2003 - 2005
Skills
Fixed Income, Financial Modeling, Investment Banking, Structured Products, Competitive Analysis, Portfolio Management, Trading, Consumer Products, Market Analysis, Customer Insight, Brand Equity, Brand Management, Finance, Product Innovation, Shopper Marketing, Market Research, Strategy, Cross-functional Team..., Management, Marketing Research, Marketing, Marketing Strategy
Education
University of Cincinnati 2002 — 2007
University of Cincinnati College of Business 2002 — 2007
Bachelor of Science, Finance, International Business
Craig Technologies September 2013 - Present
Harris Corporation August 2011 - August 2013
DRS Technologies August 2008 - August 2011
HD Supply (formerly Home Depot Supply) October 2006 - August 2008
Harris Corporation December 2002 - October 2006
GE Financial May 2001 - December 2002
B/E Aerospace November 1998 - May 2001
RR Donnelley & Sons Co. October 1994 - November 1998
Merrill Lynch July 1992 - October 1994
Skills
Succession Planning, Employee Relations, Performance Management, Personnel Management, Talent Management, Human Resources, Recruiting, HR Policies, Leadership Development, Employee Benefits, Talent Acquisition, Organizational Design, Sourcing, Leadership, Organizational..., Workforce Planning, Program Management, Training, Deferred Compensation, Employee Engagement, Change Management, College Recruiting, Hiring, Team Building, Onboarding, Management, New Hire Orientations, Temporary Placement, Technical Recruiting, Labor Relations, Strategic HR, HRIS, Benefits Administration, HR Consulting, Human Capital, SPHR, Workshop Facilitation, Conflict Resolution, Coaching, FMLA, Job Descriptions, International HR, Organizational..., Global Human Resources..., GPHR, HR Strategy, Union Experience, Collective Bargaining, Union Relations, Contract Negotiation
Education
LEAD Brevard - Class of 2015 2014 — 2015
Civic & Community Leadership
University of Central Florida - College of Business Administration 1990 — 1992
B.S., Human Resources Management
Merrill Lynch February 2015 - Present
Fifth Third Securities September 2013 - November 2014
G.A. Repple & Company August 2010 - September 2013
Fifth Third Bank December 2007 - August 2010
Skills
Series 7, Banking, Securities, Microsoft Excel, Investments
Education
University of Central Florida - College of Business Administration
Bachelors, Finance
Morgan Stanley May 2015 - Present
Merrill Lynch June 2014 - May 2015
Northwestern Mutual April 2013 - April 2014
Wells Fargo Advisors August 2010 - April 2012
Skills
Business Planning, Sales Operations, Strategic Financial..., Investments, Marketing Strategy, Client Engagement, PowerPoint, Market Research, Public Speaking, Equity Capital Markets, Stock Trading, Asset Management, Partner Management, ETFs, Business Development, Portfolio Optimization, Life Insurance, Retirement Benefits, Index Options, REIT, Fixed Income Strategies, Cold Calling, Sales Management
Education
University of Central Florida - College of Business Administration 2009 — 2012
Bachelor of Science (B.S.), Marketing
Valencia College
Associate of Arts (A.A.), Business Administration
Lockheed Martin January 2015 - Present
Lockheed Martin May 2014 - December 2014
Lockheed Martin April 2012 - May 2014
Berman Hopkins Wright & LaHam, CPAs and Associates, LLP January 2010 - April 2012
Merrill Lynch January 2008 - May 2008
Skills
External Audit, Internal Audit, Risk Assessment, Internal Controls, Process Improvement, Financial Statements, Financial Analysis, GAAP, Accounting, Microsoft Excel, Motivated self-starter, Analytical Skills, Communication Skills, Highly detail oriented, CPA, Auditing, Financial Reporting, General Ledger, Financial Accounting, US GAAP, Account Reconciliation, Variance Analysis, SAP, Sarbanes-Oxley
Education
University of Central Florida
Master, Business Administration
Florida Institute of Technology
Bachelor of Science, Accounting
Jim Hensley December 2014 - Present
Red Capital Group June 2013 - November 2014
Prudential Financial January 2010 - June 2013
Prudential Financial August 2008 - December 2010
Prudential Financial March 2006 - July 2008
Prudential Financial August 2003 - February 2006
Fannie Mae March 2002 - August 2003
Merrill Lynch January 1996 - June 2001
Eagle Realty Group (wholly owned subsidary of Western & Southern Financial Group) September 1992 - December 1995
Western & Southern Financial Group August 1987 - August 1992
Skills
Mortgage Lending, Portfolio Management, Asset Management, Finance, Investment Properties, Real Estate Financing, Loan Origination, Business Development, Investments, Underwriting, Credit, FHA, Real Estate Development, Disposition, Structured Finance, Risk Management, Credit Analysis, Strategic Thinking, Dispositions
Education
University of Cincinnati
Master of Business Administration (M.B.A.), Finance, Marketing
Wabash College
Bachelor's Degree, Economics
Fidelity Investments October 2008 - June 2012
Merrill Lynch 2006 - 2006
Skills
Microsoft Excel
Education
University of Central Florida 2000 — 2004
Bachelor's degree, Political Science and Government
Citi Private Bank October 2014 - Present
Fidelity Investments February 2012 - October 2014
Merrill Lynch August 2008 - September 2011
Wachovia, A Wells Fargo Company July 2005 - May 2008
Skills
Series 7, Strategic Financial..., Retirement Planning, Wealth Management, Finance, Investments, Loans, Portfolio Management, Mutual Funds, Financial Advisory, Mortgage Lending, Securities, Fixed Annuities, Capital Markets, Relationship Management, Sales, Financial Analysis, Investment Strategies, Asset Allocation, Asset Management
Education
CFA Institute
CFA Charterholder
University of Central Florida - College of Business Administration 2000 — 2004
BSBA, Finance
Management Leadership for Tomorrow (MLT) June 2015 - Present
Bank of America Merrill Lynch 2015 - Present
Merrill Lynch January 2015 - May 2015
Roulston Investment Partners, Inc. May 2014 - January 2015
SEO 2015 - 2015
Gentlemen's Quarterly April 2014 - 2014
Lindner College of Business 2014 - 2014
Skills
PowerPoint, Critical Thinking, Microsoft Office, Microsoft Excel, Teamwork, Public Speaking, Leadership, Tutoring, Social Networking, Volunteer Management, Microsoft Word, Social Media, Customer Service, Bloomberg Terminal, Event Planning, Time Management
Education
University of Cincinnati College of Business 2013 — 2017
Bachelor of Business Administration (BBA), Finance, General, Freshman
University of Cincinnati College of Business 2013 — 2017
Bachelor of Business Administration (BBA), Economics
University of Toronto - Rotman School of Management
N/A, Study Abroad
Oxford Financial Group, Ltd. February 2015 - Present
Merrill Lynch March 2012 - February 2015
Merrill Lynch February 2003 - March 2012
Skills
Establish & Maintain..., Financial Analysis, Asset Allocation, Wealth Management, Estate Planning, Customer Service, Business Development, Client events, Finance, Financial Planning, Management, Retirement Planning, Series 7, Strategic Financial..., Strategic Planning
Education
University of Cincinnati College of Business 1996 — 2001
Bachelor of Business, Finance
Finneytown High School
Arvest Bank March 2015 - Present
Merrill Lynch May 2009 - March 2015
Bank of America January 2006 - May 2009
Skills
Banking, Credit, Loans, Portfolio Management, Wealth Management, Commercial Banking, Credit Analysis, Series 7, Financial Services, Private Banking, Financial Analysis, Mortgage Lending
Education
University of Central Oklahoma 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
Merrill Lynch November 2009 - Present
Texas Rangers Baseball Club August 2009 - November 2009
Total Quality Logistics June 2007 - September 2007
Skills
Asset Allocation, Wealth Management, Financial Analysis, Investment Management, Leadership, Investment Advisory, Strategic Financial..., Portfolio Management, Retirement Planning, Financial Planning
Education
Xavier University 2009 — 2010
Masters of Business Administration, Finance
University of Cincinnati College of Business 2004 — 2009
Bachelors of Business Administration, Finance, Marketing, and Management
Queen City Financial Advisors October 2008 - Present
SS&G March 2007 - October 2008
Hyde Park Bethlehem UMC January 2003 - March 2007
Locy & Associates June 1999 - January 2003
Merrill Lynch June 1996 - June 1999
Skills
Payroll, Management, Accounts Receivable, Accounts Payable, Administration, Marketing, Microsoft Excel, Sales, Accounting, Microsoft Word, Customer Service, Microsoft Office, Leadership, Team Building
Education
University of Cincinnati 1992 — 1996
Bachelor's Degree in A&S, Communication
Merrill Lynch June 2015 - Present
University of Cincinnati August 2013 - December 2013
Grote Industries, LLC June 2012 - September 2012
Grote Industries, LLC June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Team Leadership, Public Speaking, Event Planning, Event Management, Analytics, Microsoft Word, Team Building, Social Networking, Marketing, Leadership, Data Analysis, Teamwork, Social Media
Education
University of Cincinnati 2011 — 2016
Bachelor of Business Administration (BBA), Marketing and Finance, Senior
Shawe Memorial Jr./Sr. High School 2007 — 2011
High School Diploma
Merrill Lynch 2010 - Present
Skills
Series 7, Wealth Management, Retirement Planning, Investments, Mutual Funds, Asset Allocation, Strategic Financial..., Portfolio Management, Equities, Investment Advisory, Fixed Income, Securities, Investment Strategies, Retirement, Series 66, Financial Planning, Uniform Combined State...
Education
University of Central Florida
Bachelor's degree
University of North Florida
Master's degree, Finance
Everburn Manufacturing, Inc. June 2015 - Present
University of Cincinnati August 2012 - Present
Shadow Valley Country Club April 2010 - August 2014
Merrill Lynch March 2012 - March 2012
Dialysis Partners of North West Ohio at Flower Hospital March 2012 - March 2012
Skills
Tennis Coaching, Group Leadership, Microsoft Office, Group Decision Making, Public Speaking, Teamwork, Social Media, Time Management, Communication
Education
St. Johns Jesuit High School 2008 — 2012
West Side Montessori 1999 — 2008
University of Cincinnati
AFLG Private Equity/ American Family Legacy Group LLC January 2009 - Present
Merrill Lynch January 2007 - January 2009
Merrill Lynch 2000 - 2007
Dow Jones 1998 - 2000
Skills
Investment Advisory, Portfolio Management, Bonds, Investments, Wealth Management, Investment Management, Private Equity, Finance
Education
University of Central Oklahoma 1996 — 1998
BS, Business Administration-Finance
University of Oklahoma 1994 — 1995
English, English as a second language
Merrill Lynch March 2010 - October 2011
BB&T formally Colonial Bank October 2008 - March 2010
Wachovia June 2005 - October 2008
Ker's Winghouse May 2002 - June 2005
Sago Homes May 2001 - May 2002
Nolan Carter, P.A. May 1999 - May 2001
Education
University of Central Florida - College of Business Administration 2000 — 2004
BSBA, Finance
Finance
BSBA
University of Central Florida
Citi August 2014 - Present
PNC May 2013 - August 2014
Merrill Lynch January 2011 - June 2011
Johnson Investment Counsel March 2010 - September 2010
Skills
Financial Modeling, Investments, Portfolio Management, Financial Analysis, Investment Banking, Management, Bloomberg Terminal, Strategic Planning, Bloomberg, Finance, Leadership, Fixed Income, Valuation, Corporate Finance, Strategic Financial..., Programming Languages, Java, Python
Education
University of Cincinnati College of Business 2008 — 2013
Carl H. Linder Honors PLUS - Bachelor of Business Administration (BBA), Finance, Information Systems
St. Xavier High School 2004 — 2008
BNY Mellon January 2014 - Present
Deutsche Bank October 2013 - December 2013
Merrill Lynch January 2013 - September 2013
Skills
Financial Analysis, Financial Modeling, Investments, Strategic Financial..., Finance, Microsoft Excel, Corporate Finance, Banking, Portfolio Management, Valuation, Accounting, Financial Accounting, Risk Management, Bloomberg, Financial Reporting, Auditing, Series 7, Series 66, Financial Planning
Education
University of Central Florida - College of Business Administration 2008 — 2012
Bachelor of Science, Accounting and Finance
MassMutual Financial Group, Piedmont Triad December 2011 - Present
Bankers Life and Casualty July 2010 - June 2011
Merrill Lynch September 2000 - September 2004
Skills
Life Insurance, Retirement, Wealth Accumulation, Financial Services, Insurance, Fixed Annuities, Long-term Care, Retirement Planning, Securities, Disability Insurance, Term Life Insurance, Estate Planning, Whole Life, Employee Benefits, IRAs, 401k, Investments, Universal Life, Health Insurance, Finance, Small Business, Income Protection, Mutual Funds, Retirement Savings, 401k Rollovers, Long Term Care Insurance, 529 Plans, Wealth Management..., Financial Goals, Medicare, Asset Allocation, Series 6, Pensions, Investment Strategies, Variable Annuities, College Savings Plans, Roth IRA, Buy-sell Agreements, Series 63, Risk Management, Key Person Insurance
Education
The University of Charleston 1983 — 1987
Bachelor of Science (BS), Political Science and Government
George Washington Sr. High School
State Farm Insurance July 2006 - Present
Merrill Lynch January 1991 - October 2001
Education
University of Central Florida 1982 — 1986
Bachelor of Science (BS), Communicative Disorders
MassMutual Financial Group November 2014 - Present
MassMutual Financial Group April 2012 - November 2014
Fidelity National Information Services July 2011 - April 2012
Merrill Lynch June 2006 - June 2011
Land Capital Group June 2005 - June 2006
Skills
Series 7, Series 63, Life & Health Insurance..., Retirement Planning, Mutual Funds, Investments, 401k, Financial Services, Wealth Management, Securities, Sales, Financial Analysis, Asset Allocation
Education
University of Florida - Warrington College Of Business 2010 — 2011
MBA
University of Central Florida - College of Business Administration 2001 — 2005
BSBA, Management
Merrill Lynch - Bank of America - MERRILL EDGE April 2009 - September 2014
z. 3 technilogies inc June 2003 - September 2014
Merrill Lynch July 2008 - April 2009
Merrill Lynch May 2008 - June 2008
Merrill Lynch February 2008 - May 2008
Merrill Lynch May 2007 - January 2008
Merrill Lynch October 2006 - April 2007
Merrill Lynch June 2006 - September 2006
TRUMBULL October 2005 - May 2006
additional job exp 1997 - 2003
Education
University of Central Oklahoma
Computer Science
Merrill Lynch April 2014 - Present
Merrill Lynch October 2012 - April 2014
Merrill Lynch February 2008 - October 2012
Merrill Lynch July 2006 - February 2008
Merrill Lynch January 2005 - July 2006
Merrill Lynch January 2001 - January 2005
Merrill Lynch October 1991 - January 2001
Merrill Lynch January 1990 - October 1991
Merrill Lynch June 1987 - January 1990
Skills
Equities, Investment Banking, Investments, Capital Markets, Fixed Income, Hedge Funds, Portfolio Management, Wealth Management, Series 7, Alternative Investments, Valuation, Sales Management, Team Leadership, Leadership Development, Profit Center Management, Recruiting
Education
Xavier University
Master of Business Administration (MBA), Business, 3.97
University of Cincinnati
Bachelor of Business Administration (BBA), Accounting and Finance
St. Xavier High School
College Preparatory
Merrill Lynch October 2008 - Present
Wachovia Securities April 2007 - October 2008
Education
University of Central Florida 2002 — 2005
Liberal Studies, Public Affairs, Hospitality and Tourism Management, Sociology
UBS Financial Services Inc. June 2014 - Present
Macallan Associates December 2013 - June 2014
Merrill Lynch April 2011 - December 2013
Education
University of Central Florida 2004 — 2008
Bachelor of Science (B.S.), Business Managemenr
Wells Fargo Investment Institute April 2013 - Present
Capital Analysts of Jacksonville, Florida, Inc. June 2008 - April 2013
UCF Alumni Association 2010 - 2012
WACHOVIA WEALTH MANAGEMENT August 2006 - May 2008
Merrill Lynch May 2004 - August 2006
Skills
Portfolio Management, Microsoft Office 2007, Critical Thinking, Group Presentations, Investment Research, Due Diligence
Education
University of Central Florida - College of Business Administration 2000 — 2004
B.S.B.A., Finance/Economics
Merrill Lynch August 2007 - December 2008
Raymond James & Assoc., Inc. January 2006 - July 2007
US Bank May 2003 - July 2006
Fidelity Investments October 1995 - May 2003
Thriftway Food and Drug/Winn Dixie February 1973 - October 1995
Education
University of Cincinnati 1978 — 1995
Bachelor of Science, Business Administration
Federal Home Loan Bank of Indianapolis November 2008 - Present
Merrill Lynch November 2007 - October 2008
Summit Investment Partners February 2007 - November 2007
Federal Home Loan Bank of Cincinnati March 2003 - February 2007
University of Cincinnati September 2001 - March 2003
National Development Bank of Sri Lanka November 1997 - August 2001
Unilever December 1995 - November 1997
Skills
Portfolio Management, Financial Modeling, Bloomberg, Fixed Income, Valuation, Credit Risk, Financial Risk, Market Risk, Investments, Credit, ALM, Hedging, Operational Risk, Risk Analysis, Risk Management, Credit Analysis, Loans, Emerging Markets, ABS, Analytics, Banking, Trading, Due Diligence, Financial Analysis, Securities, Mutual Funds
Education
University of Cincinnati 2001 — 2003
MA, Applied Economics, 3.8/4.0
University of Colombo 1997 — 1998
MBA, Finance, Merit Award
University of Moratuwa 1991 — 1995
BSc, Electrical Engineering, Honors Degree
Royal College 1977 — 1989
Voya Financial Advisors March 2011 - Present
Fifth Third Bank January 2009 - April 2010
Merrill Lynch August 2006 - August 2008
Wachovia Bank/Wachovia Securities July 2003 - July 2006
Skills
Retirement Planning, Investments, Wealth Management, Retirement, Portfolio Management, Series 7, Finance, Strategic Financial..., Financial Services, Estate Planning, Series 6, Insurance, Credit, Financial Advisory, Loans, Financial Planning
Education
University of Central Florida 1996 — 1999
BS, Business
Merrill Lynch September 2008 - Present
Sherwin-Williams August 2002 - February 2008
Bank of America 1995 - 1997
Education
University of Central Florida 2004 — 2005
Masters, Business Administration
University of Central Florida 2001 — 2002
Bachelors, Information Technology
New York & Company November 2014 - Present
The Indian Elegance, Inc September 2007 - October 2014
Merrill Lynch September 2006 - January 2007
Concorde Medical Group October 2005 - June 2006
Central FL Inpatient Medicine July 2004 - May 2005
Advantage Trading 1999 - 2004
Florida Primary Care Center June 1993 - May 1999
Prudential Securities 1997 - 1997
Skills
Management, Accounts Receivable, Microsoft Office, Analysis, Accounting, Leadership, Finance, Account Reconciliation, Training, Mutual Funds, Insurance, Medical Billing, Bonds, Financial Services, Health Insurance
Education
University of Central Florida - College of Business Administration 1995 — 1999
Bachelor of Science in Business Admin, Finance
Valencia Community College 1993 — 1999
Associates, Business
Deloitte 2006 - Present
Merrill Lynch 2000 - 2005
Skills
Internal Controls, Capital Markets, Valuation, Credit Risk, Enterprise Risk..., Basel II, Portfolio Management, Governance, Financial Services, Financial Analysis, Equities, Management, Risk Management, Financial Risk, Management Consulting, Business Analysis, Market Risk, Investment Banking, Business Process..., Due Diligence, Corporate Finance, Financial Modeling, Internal Audit, Finance, Banking, Financial Reporting, Asset Management, Mergers & Acquisitions
Education
University of North Florida - College of Business Administration 1999 — 2001
MBA
University of Central Florida 1995 — 1999
NorthgateArinso July 2014 - Present
Bank of America Merrill Lynch July 2007 - July 2014
Merrill Lynch July 2007 - June 2010
EverBank May 2006 - July 2007
Fidelity National Financial September 2003 - May 2006
CitiStreet November 2000 - September 2003
KING COMPANIES August 2000 - November 2000
Orlando Regional Medical Center April 2000 - June 2000
LandSafe Title March 1999 - August 1999
Skills
Employee Benefits, Pensions, Payroll, Accounting, Auditing, Management, Financial Services, Program Management, System Administration, Internal Audit, Retirement
Education
University of Central Florida - College of Business Administration 1998 — 2000
Bachelor's degree, Management Information Systems, General
Memorial Institute for the Prevention of Terrorism August 2009 - Present
Merrill Lynch November 2008 - August 2009
Memorial Institute for the Prevention of Terrorism January 2008 - November 2008
WR Hess/FACTOR May 2006 - January 2008
Skills
Editing, Writing, Client Liaison, Client Relations Skills, Executive Support, Communication, Office Administration, Office Management, Telephone Skills, Customer Support, Audience Analysis, Research, Coordination, Training, Creative Writing, Proposal Writing
Education
University of Central Oklahoma 2001 — 2006
Bachelor of Arts in English
Signature Wealth Advisors, LLC September 2014 - Present
Northwestern Mutual 2007 - September 2014
Entermedia Corporation August 2007 - December 2007
Orlando Predators Arena Football League January 2007 - July 2007
Enterprise Rent-A-Car September 2006 - December 2006
Merrill Lynch June 2005 - August 2005
Skills
Public Speaking, Management, Leadership, Customer Service, Marketing, Strategic Planning, Social Networking, Social Media, Team Building, Social Media Marketing, Sales, Marketing Strategy, Time Management, Microsoft Excel, Event Planning, Finance, Investments, Microsoft Office, Fundraising, PowerPoint, Public Relations, Retirement Planning, Portfolio Management, Sales Management, Budgets, Insurance, Small Business, Financial Services, Entrepreneurship, Financial Analysis, Recruiting, New Business Development
Education
University of Central Florida - College of Business Administration 2003 — 2007
Marketing, Business
Merrill Lynch 2013 - Present
Merrill Lynch 2011 - 2013
Merrill Lynch 2010 - 2011
Bank of America 2007 - 2010
Education
University of Central Florida 1997 — 2002
Bachelor of Arts (B.A.), Economics, Political Science
Main Street Advisors February 2012 - Present
Merrill Lynch March 2010 - February 2012
Skills
Retirement Planning, Wealth Management, Investments, Insurance, Life Insurance, 401k, Financial Analysis, Retirement, Fixed Annuities, Estate Planning, Series 7, Strategic Financial..., Disability Insurance, Long-term Care, IRAs
Education
University of Central Oklahoma 1998 — 2002
ST Media March 2006 - Present
Gannett January 2006 - March 2007
Merrill Lynch February 2003 - January 2006
Education
University of Cincinnati 1985 — 1990
Bachelors, Business
Vanguard September 2014 - Present
USAA July 2008 - August 2014
ING August 2007 - June 2008
OneAmerica September 2002 - July 2007
JMC Financial 1992 - 1994
Merrill Lynch 1991 - 1993
Education
Central Missouri State University 1984 — 1988
Riviera Finance September 2010 - Present
Rotary International August 2003 - Present
The Finance Forum January 2012 - Present
Capital Insurance Advisors August 1996 - August 2010
YMCA 2004 - 2010
Merrill Lynch April 1994 - July 1996
US Army 1990 - 1993
Skills
Financial Analysis, Finance, Strategic Planning, New Business Development, Small Business, Mergers, Leadership
Education
University of Central Florida - College of Business Administration 1994 — 1996
Bachelor of Science
Leadership Orlando - Class 72
Leadership Seminole - Class 17
Third Avenue Management August 2012 - Present
Rothschild Inc. February 2000 - August 2012
Peter J. Solomon Company March 1996 - February 2000
Lazard February 1990 - March 1996
Merrill Lynch August 1985 - February 1990
Skills
Mergers, Investment Banking, Private Equity, Fundraising, Capital Markets, Valuation, Corporate Finance, Financial Analysis, Private Placements, Equities, Financial Modeling, Financial Structuring
Education
University of Chicago Booth School of Business 1981 — 1985
MBA
University of Chicago Law School 1981 — 1985
JD
Wesleyan University 1977 — 1981
Bachelor of Arts (B.A.), European History
iKindi Inc. April 2013 - Present
Goldman Sachs January 2011 - June 2011
Merrill Lynch July 2008 - June 2010
Bear Stearns January 2005 - January 2008
Merrill Lynch November 2002 - May 2004
Deustche Bank April 2002 - July 2002
Credit Suisse First Boston February 1999 - September 2001
Bear Stearns February 1997 - February 1999
Lehman Brothers May 1994 - February 1997
Hughes Aircraft Company December 1988 - April 1994
Skills
Fixed Income, Derivatives, FX trading, FX Options, Credit Derivatives, Market Data, Interest Rate..., Trading Systems, MBS, Equities, Portfolio Management, Equity Derivatives, Electronic Trading, Prime Brokerage, Foreign Exchange
Education
New York University - Leonard N. Stern School of Business 1996 — 2000
M.B.A., Finance, International Business
University of Colorado Denver 1990 — 1993
M.S., Computer Science
University of Central Florida 1984 — 1988
BS, Computer Engineering
Wells Fargo Advisors, LLC July 2008 - Present
Merrill Lynch 2005 - June 2008
Merrill Lynch 2003 - 2005
Education
University of Cincinnati 1981 — 1983
Merrill Edge September 2014 - Present
Merrill Edge August 2013 - September 2014
Merrill Edge June 2012 - July 2013
Merrill Edge August 2011 - June 2012
Merrill Lynch February 2010 - August 2011
Merrill Lynch October 2008 - February 2010
Orlando Volleyball Academy December 2006 - May 2008
Skills
Series 7, Series 66, Series 24, Series 9/10, Equities, Mutual Funds, Securities, Wealth Management, Investments, Uniform Combined State..., FINRA, 401k
Education
University of Central Florida - College of Business Administration 2004 — 2008
Bachelor of Science (B.S.), Finance, Economics
Fidelity Investments July 2012 - Present
Fidelity Investments July 2011 - June 2012
Fidelity Investments September 2006 - August 2011
Merrill Lynch 1992 - 2006
Merrill Lynch March 1995 - May 1997
Education
University of Central Florida 1988 — 1992
Bachlor of Science in Business Administration, Finance
Bank of America October 2011 - Present
Bank of America October 2010 - September 2011
Bank of America April 2010 - April 2011
Bank of America January 2009 - April 2010
Merrill Lynch October 2006 - January 2009
Merrill Lynch 1998 - 2006
Skills
Change Management, Strategy, Six Sigma, Project Management, Financial Services, PMO, Leadership, Investments, Alternative Investments, Mutual Funds, Risk Management, Banking
Education
University of Central Florida - College of Business Administration 1988 — 1992
Bachelor of Science, Accounting
Nielsen October 2009 - December 2014
Merrill Lynch July 2008 - October 2009
Knowledge Networks (now part of GfK) April 2005 - July 2008
American Express January 2001 - March 2005
Pfizer June 1999 - August 2000
McKinsey & Company October 1996 - May 1999
Market Strategies, Inc. March 1994 - October 1996
National Analysts, Inc./NAXION August 1992 - February 1994
Skills
Segmentation, Market Research, Consumer Behaviour, Quantitative Research, Cross-functional Team..., Questionnaire Design, Business Insights, Primary Research, Customer Insight, Brand Architecture, Qualitative Research, Competitive Analysis, Advertising Research, Focus Groups, Marketing Analytics, Data Analysis
Education
University of Michigan 1989 — 1992
PhD, Social Psychology
University of Michigan 1987 — 1989
M.A., Social Psychology
University of Cincinnati 1985 — 1987
M.A., Psychology
University of Cincinnati 1981 — 1985
B.A., Psychology
Merrill Lynch 2011 - Present
Morgan Stanley Smith Barney 2008 - 2011
Spectrus Real Estate Group March 2008 - July 2008
Lifestyles Realtors, LLC May 2004 - March 2008
Education
University of Central Florida - College of Business Administration 1999 — 2002
BS, Business, MIS, Health Science
Attorney at Law January 2014 - Present
Merrill Lynch October 2011 - January 2014
Foley & Lardner LLP September 1990 - October 2011
Education
University of Chicago Law School 1987 — 1990
Doctor of Law (JD)
University of Wisconsin-Madison 1983 — 1987
Bachelor of Science (B.S.), Economics and Political Science
Merrill Lynch February 2000 - Present
Gradison McDonald Investments September 1994 - April 1999
Education
University of Cincinnati
Business
Merrill Edge May 2014 - Present
Merrill Lynch September 2012 - May 2014
Pershing July 2010 - July 2012
Ryder System, Inc. February 2010 - May 2010
AXA Equitable May 2009 - August 2009
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Outlook, Data Entry, Event Planning, Research, Teamwork, Time Management, Public Speaking, Social Media, Access, Office Management, English, Event Management, Series 7, Sales
Education
University of Central Florida - College of Business Administration 2006 — 2010
BS, Business Administration and Management, General
Tredegar Corporation February 2014 - Present
College of William and Mary January 2014 - Present
London Business School January 2010 - October 2012
Delta Partners Group January 2011 - May 2012
Deutsche Bank 1996 - 2009
Merrill Lynch 1991 - 1996
Salomon Brothers 1984 - 1990
Skills
Investment Banking, Banking, Corporate Finance, Finance, Management, Emerging Markets, Private Equity, Telecommunications, Business Transformation
Education
University of Chicago Law School 1978 — 1981
JD, Law
College of William and Mary 1974 — 1978
BA (High Honors), Economics
Rusin & Maciorowski July 2015 - Present
Equip for Equality October 2014 - July 2015
Institute for Justice Clinic on Entrepreneurship 2012 - 2013
Equip for Equality June 2012 - September 2012
Teach For America May 2009 - May 2011
University of Chicago September 2005 - June 2009
American India Foundation May 2007 - August 2007
Merrill Lynch June 2006 - August 2006
Skills
Microsoft Office, Editing, Research, Public Speaking, Microsoft Excel, PowerPoint, Customer Service, Teaching, HTML, Non-profits, Creative Writing, Legal Research, Social Media Marketing, Legal Writing, Fundraising, Nonprofits
Education
University of Chicago Law School 2011 — 2014
Doctor of Law (JD)
University of Chicago 2005 — 2009
BA, Political Science and Government, Honors
Fifth Third Bank August 2003 - Present
Merrill Lynch October 1999 - August 2003
Skills
Estate Planning, Trust Services, Strategic Financial..., Series 63, High Net Worth..., Investment Strategies, Mortgage Lending, Alternative Investments, Securities, Wealth, Portfolio Management
Education
University of Cincinnati College of Business 1997 — 1999
Bachelors, Business
Watts Constructors November 2014 - Present
Merrill Lynch July 2014 - November 2014
Merrill Lynch April 2013 - June 2014
Merrill Lynch October 2012 - April 2013
Fancy Systems LLC January 2009 - May 2012
Publix November 2008 - June 2009
Skills
Networking, Windows, Network Administration, TCP/IP, VPN, Troubleshooting, Computer Hardware, Microsoft Office, Cisco Technologies, Windows 7, DNS, Routers, SharePoint, Help Desk Support, Citrix, Printers, Operating Systems, Windows XP, Technical Support, Customer Service, Java, Business Analysis, SQL
Education
University of Central Florida 2006 — 2010
Bachelor of Science (B.S.), Information Technology
Valencia College 2006 — 2008
Associate of Arts (AA), Business Administration and Management, General
Stifel Financial Corp. February 2014 - Present
Merrill Lynch May 2012 - February 2014
JPMorgan Chase February 2011 - April 2012
Skills
Wealth Management, Retirement Planning, Trust & Estate Planning, Tax-Reduction Stratagies, Multi-generational..., Stock Trading, Fixed Income Strategies, Financial Analysis, Banking, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Research, Team Leadership
Education
Central Missouri State University 2008 — 2010
Bachelor of Science (BS), Finance
Lees Summit High School 1998 — 2002
High School
Trivantis April 2014 - Present
Trivantis March 2013 - March 2014
Trivantis May 2012 - February 2013
Bartlett April 2011 - September 2011
Merrill Lynch April 2010 - March 2011
Johnson Student Investment Fund, University March 2009 - March 2010
Skills
Portfolio Management, Investments, Analysis, Result Oriented, Product Management, Management, Equities, Training, Marketing Strategy, Strategy, Business Analysis, Leadership, Business Strategy, Competitive Analysis, Finance, Salesforce.com, Sales
Education
University of Cincinnati College of Business 2008 — 2012
Finance, Investments, Corporate Finance
University of Cincinnati
ADP April 2014 - Present
Merrill Lynch October 2013 - March 2014
Nationwide Insurance September 2011 - October 2013
Merrill Lynch February 2006 - September 2011
Skills
Avaya, Genesys, Contact Centers
Education
University of Central Florida
Bachelor's degree, Business Administration and Management, General, 3.9
Intellect Technical Solutions May 2013 - Present
4 Corner Resources June 2012 - May 2013
Merrill Lynch May 2012 - June 2012
Lost Tree Country Club September 2010 - December 2010
Skills
Recruiting, Social Networking, Information Technology, Strategic Leadership, Talent Acquisition, Contract Recruitment, New Business Development, Staffing Services, Technical Recruiting, Executive Search, Interviews, SDLC, Human Resources, Networking, Internet Recruiting, Training, VB.NET, Temporary Placement, .NET, Staff Augmentation, Business Intelligence, Benefits Negotiation, College Recruiting, Applicant Tracking..., Business Analysis, IT Recruitment, Screening, Screening Resumes, Sourcing, Temporary Staffing, Resume Writing, Cold Calling, Permanent Placement, Onboarding
Education
University of Central Florida 2007 — 2012
Bachelor of Science (B.S.), Finance, General
Navy Federal Credit Union October 2011 - Present
Wells Fargo March 2006 - December 2009
Merrill Lynch January 2005 - April 2005
Skills
Microsoft Office, Lotus Notes, Outlook, Microsoft Excel, Microsoft Word, PowerPoint, Citrix, Credit Analysis, Internal Audit, Compliance, Organization, Goal Oriented, Sales, Commercial Real Estate, Commercial Lending, Mortgage Lending, Refinance, Cultural Awareness, Award, Training
Education
University of Phoenix 2010 — 2012
Master of Business Administration (M.B.A.)
University of Central Florida 2002 — 2005
Bachelor of Science (BS), Finance, General
Merrill Lynch December 2011 - Present
Skills
Personal Financial..., CPA, MBA
Education
Case Western Reserve University - Weatherhead School of Management 1992 — 1994
Master of Business Administration (MBA), Finance
University of Cincinnati
Bachelor of Business Administration (BBA), Accounting
Luxottica Retail March 2008 - Present
Chiquita February 1992 - August 1998
Merrill Lynch April 1980 - January 1992
Education
Xavier University 1996 — 1998
Master of Business Administration (MBA), International Business
University of Cincinnati 1989 — 1994
Bachelor's degree, Accounting
Merrill Lynch July 2003 - Present
Skills
Financial Services, Finance, Series 7, Agile Methodologies, Scrum, Six Sigma, Python, Corporate Actions, Dividends, Business Process..., Data Analysis
Education
University of North Florida 2006 — 2008
Master of Business Administration (MBA)
University of Central Florida 1997 — 2001
Bachelor of Science (BS), Finance, General
Xcel Media Group May 2013 - Present
Merrill Lynch January 2012 - April 2013
Aquiline Group April 2010 - January 2012
Education
University of Central Florida 2002 — 2008
Bachelor of Science (BS), Legal Studies, General